Archive

Reports

Overview

The Reporting Module has several types of reports. There are generally 3 types of reports: Graphical, Summary, and Detailed. Additionally there might be more report types in each category. A few of the categories are as follows:

Categories

These reports breaks down sales by item category. There are 2 report types: Summary and Graphical.

Categories Summary Report will show subtotal, total, profit and the number of items sold for each category for given date range.

The Categories Graphical will show a pie chart for each category by total.

Closeout

Closeout Summary Reports breaks down transactions for each day for All Transactions, Sales, Returns, Discounts, inventory, and Receivings

Custom Report

Custom Reports allows you lots of flexibility to create your own reports.

Commission

Commission Reports track the amount of money made on commission. Below is an example of a Detailed Commission Report:

Customers

Customers reports give you a detailed insight into your sales and returns based on customers.

You can view up a Detailed Customers Report for a Specific Customer:

Below is a Customers Summary Report:

Below is a Graphical Customers Report:

Deleted Sales

These Deleted Sales reports allow you to keep track of sales that were deleted.

Deleted Sales

Discounts

The discounts reports allow you to track discounts to sales.

The Graphical Discounts Report shows the number of items that were discounted in a sale with each corresponding percentage.

Discount Column

The "Discount" column is the number of sales where "Discount Entire Sale" was set, whereas the other rows are for itemized discounts across all sales.

Below is a Discount Graphical Report:

Below is a tabular Discount Summary Report:

Employees

These reports allow you to see sales by employee. There are 3 basic report types for Employees: Graphical, Summary, and Detailed.

Below is an example of a Detailed Employees Report:

Expenses

These reports show all information related to Expenses.

Below is an example of a Detailed Expense Report:

Gift Cards

These reports allow you to audit or view all gift card information.

Below is an example of a Gift Card Summary Report

Here is an example of a Detailed Gift Cards Report for a particular customer:

Here is an example of a Gift Card Audit Report

Lastly, here is an example of a Gift Card Sales Report:

Inventory

These reports allow you to audit or view all Inventory. It also lets you look at expiring inventory.

Here is an example of a Low Inventory Report

Here is an example of an Inventory Summary Report:

Here is an Example of a Detailed Inventory Report

Here is an example of a Summary Count Report:

Here is an example of a Detailed Count Report:

Here is an example of an Expiring Inventory Report

Item Kits

These reports let you look at sales of item kits. There is also a price variance report.

Here is an example of a Item Kits Graphical Summary Report which breaks down sales of items kits:

Here is an example of a Price Variance Report which measures the variance in prices of item kits at the time of sale:

Items

These reports let you look at sales of items. There is also a price variance report, similar to that of item kits.

Below is an example of an Items Summary Report:

Manufacturers

New Feature

Manufacturers reports will be coming soon...

Lets you View Item sales based off of the manufacture listed on each item.

Payments

These reports let you view payments made by customers.

Here is an example of a Detailed Payments Report:

Profit and Loss

This report shows statistics on sales.

Receivings

This report allows you to see information related to inventory receivings.

Below are all the types of Receivings reports:

Sales

These reports allow you to see sales, and sales by time range which breaks down sales by hours of a day.

Store Accounts

These reports allow you to see Store account activity for both Supplier Store Accounts and Customer Store Accounts as well as print statements.